The Challenge
A regional bank specializing in CRE lending faced challenges scaling operations while maintaining efficient workflows. Manual pre-screening and underwriting processes slowed loan approvals, while fragmented data collection limited the team’s ability to manage risk effectively across a growing portfolio.
The Solution
Blooma’s Origination Intelligence and Portfolio Intelligence modules automated pre-screening, normalized market data, and introduced real-time portfolio monitoring. Features such as configurable deal scoring, automated document parsing, and risk alerts provided the tools necessary to streamline operations and enhance risk management.
What Can YOU Do with Blooma?
• Monitor Your Portfolio in Real-Time
Identify emerging risks with continuous portfolio monitoring and tailored risk alerts.
• Scale Your Operations Without Adding Complexity
Automate pre-screening and data aggregation to handle increasing deal volumes efficiently.
• Stay Ahead of Market Changes
Leverage normalized market data from multiple sources for informed decision-making.
The Results
The bank realized value in efficiency (faster loan processing) and risk management (proactive portfolio monitoring). By integrating Blooma, the team scaled operations, improved client responsiveness, and strengthened their ability to manage a dynamic portfolio.
